Form 990 for tax year 2023

Filed by HOUSTON BALLET GUILD INC.

Totals

Total revenue: $5,552,885
Total expenses: $5,550,939
Contributions and grants received: $1,333,322
Grants paid: $5,539,719
Program service revenue: $0
Investment income: $165
Other revenue: $4,219,398
Total assets, end of year: $13,898
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $13,898
Program services expenses (Part IX): $5,539,719
Management and general expenses: $11,220
Fundraising expenses: $0
Program service expenses (Part III): $5,539,719

Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1b · Membership dues

$32,540
1c · Fundraising events

$1,300,437
1f · All other contributions, gifts and grants

$345
1g · Noncash contributions included above

$43,914
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $165 · excluded $165
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: gross income

$6,136,397
8a · Fundraising events: contributions included on line 1c

$1,300,437
8b · Fundraising events: direct expenses

$1,932,933
8c · Net income from fundraising events

total $4,203,464 · excluded $4,203,464
9a · Gaming: gross income

$11,040
9c · Net income from gaming

total $11,040 · excluded $11,040
11a · Other revenue: Misc Income

total $4,894 · related or exempt $4,894
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$4,894

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $5,539,719 · program services $5,539,719
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $4,484 · management and general $4,484
24a · Other expenses: Membership Expense

total $6,736 · management and general $6,736
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $11,952 · end of year $13,898
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $11,952 · end of year $13,898

Mission and programs · 2023

Mission

FUNDRAISING ACTIVITIES AND PROGRAMS TO AID IN THE FINANCIAL SUPPORT OF HOUSTON BALLET FOUNDATION AND TO EDUCATE AND GENERATE INTEREST IN DANCE.

Activities or mission (Part I)

See Schedule O

FUNDRAISING ACTIVITIES AND PROGRAMS TO AID IN THE FINANCIAL SUPPORT OF HOUSTON BALLET FOUNDATION AND TO EDUCATE AND GENERATE INTEREST IN DANCE.

Expenses $5,539,719 · Grants $5,539,719 · Revenue $4,894

As filed on the 2023 return.

Listed in Part VII

Renee Humphrey

President

Total calculated

$0

Hours/week

0.5
Kristy Bradshaw

HBF President

Total calculated

$0

Hours/week

0.1 + 4 related
Leigh Smith

HBF Chairman

Total calculated

$0

Hours/week

0.1 + 2.5 related
Leslie Alston

Treasurer/Docents

Total calculated

$0

Hours/week

0.5
Abimbola Farinde

Host Committee

Total calculated

$0

Hours/week

0.3
Adriana Vargas

Host Committee

Total calculated

$0

Hours/week

0.3
Alison Farb

Communications/Social Media

Total calculated

$0

Hours/week

0.3
Amber Westman

VP of Membership

Total calculated

$0

Hours/week

0.5
Ann Bean

Special Advisor/Student Matinees

Total calculated

$0

Hours/week

0.3 + 1.5 related
Brenda Clem

Directory

Total calculated

$0

Hours/week

0.3
Camille Wieprecht

New Member Events

Total calculated

$0

Hours/week

0.3
Carol Brant

Social Events

Total calculated

$0

Hours/week

0.3
Carol Howes

Membership Renewal

Total calculated

$0

Hours/week

0.3
Casey Rowe

Needles en pointe

Total calculated

$0

Hours/week

0.3
CC Conner

Bravo Events

Total calculated

$35,598

From this org

$0

From related orgs

$35,598

Other

$0

Hours/week

0.3 + 35 related
Cecilia Campbell

Spring Coffee

Total calculated

$0

Hours/week

0.3
Christine Sofka

Bravo Events

Total calculated

$0

Hours/week

0.3
Cindy Cook

Social Events

Total calculated

$0

Hours/week

0.3
Cynthia Brown

Host Committee

Total calculated

$0

Hours/week

0.3
Cynthia Wolff

Corresponding Secretary

Total calculated

$0

Hours/week

0.5
Dannika Simpson

Academy/ECE

Total calculated

$0

Hours/week

0.3
Dede Aronack-Loughran

Membership Renewal

Total calculated

$0

Hours/week

0.3
Denise Malone

Social Events

Total calculated

$0

Hours/week

0.3
Dottie Erwin-Legendre

Social Events

Total calculated

$0

Hours/week

0.3
Eileen Murphy

Membership Renewal

Total calculated

$0

Hours/week

0.3
Elba Villarreal

Spring Coffee

Total calculated

$0

Hours/week

0.3
Gay Currie

Communications/Social Media

Total calculated

$0

Hours/week

0.3
Gayle Kinnie

Bravo Events

Total calculated

$0

Hours/week

0.3
Gaylon Gullquist

Fall Kickoff

Total calculated

$0

Hours/week

0.3 + 1.3 related
Helen L- Toombs

Boutique Workshops

Total calculated

$0

Hours/week

0.3
Jackie Eubank

Fall Kickoff

Total calculated

$0

Hours/week

0.3
Jan DeCoux

Host Committee

Total calculated

$0

Hours/week

0.3
Jana Stiffel

Host Committee

Total calculated

$0

Hours/week

0.3
Jean May

Student Matinees

Total calculated

$0

Hours/week

0.3
Jeannie Chandler

Spring Coffee

Total calculated

$0

Hours/week

0.3
Jennifer Kushner

Academy/ECE/Special Advisor

Total calculated

$0

Hours/week

0.3 + 1.5 related
Joan Dunlap

Social Events

Total calculated

$0

Hours/week

0.3
Katrina Arnim

Nutcracker Mkt Chairman

Total calculated

$0

Hours/week

0.3
Kristine Flaherty

Boutique Workshops

Total calculated

$0

Hours/week

0.3
Lenni Burke

Special Advisor

Total calculated

$0

Hours/week

0.3
Liz Schlotzhauer

Social Events

Total calculated

$0

Hours/week

0.3
Marcie Bristol

Boutique Workshops

Total calculated

$0

Hours/week

0.3
Marilyn Ragsdale

Host Committee

Total calculated

$0

Hours/week

0.3
Mark Loveland

Academy/ECE

Total calculated

$0

Hours/week

0.3
Mary Bonura

Social Events

Total calculated

$0

Hours/week

0.3
Megan Kessler

New Member Events/Nutcracker Market Chairman-Elect

Total calculated

$0

Hours/week

0.3
Michelle Iversen Jeffrey

President-Elect

Total calculated

$0

Hours/week

0.5
Michelle Maresh

Parliamentarian

Total calculated

$0

Hours/week

0.5
Michelle Seymour

Recording Secretary/Docents

Total calculated

$0

Hours/week

0.5
Mignon Gill

Special Advisor

Total calculated

$0

Hours/week

0.3 + 1.5 related
Nkoyo Essien

Birthday Celebrations

Total calculated

$0

Hours/week

0.3
Paige Trahan

New Member Events

Total calculated

$0

Hours/week

0.3
Pam Staples

Host Committee

Total calculated

$0

Hours/week

0.3
Rhonda Smith

Social Events

Total calculated

$0

Hours/week

0.3
Richard Clem

Directory

Total calculated

$0

Hours/week

0.3
Sally Miller

Host Committee

Total calculated

$0

Hours/week

0.3
Sarah Davidson

Member Recruitment

Total calculated

$0

Hours/week

0.3
Sharon Erskin

Special Advisor

Total calculated

$0

Hours/week

0.3
Sharon Roark

Docents

Total calculated

$0

Hours/week

0.3
Susan Binney

Academy/ECE/Special Advisor

Total calculated

$0

Hours/week

0.3
Susan Inger

Tutu Times Newsletter

Total calculated

$0

Hours/week

0.3
Susan Osterberg

Host Committee

Total calculated

$0

Hours/week

0.3
Tracey Williford

Recruitment/ Nutcracker Mkt Chairman-elect

Total calculated

$0

Hours/week

0.3
Traci Bocock

Bravo Events/Student Matinees

Total calculated

$0

Hours/week

0.3
Tua Burke

Social Events

Total calculated

$0

Hours/week

0.3
Wendy Burks

Fall Kickoff/ Special Advisor

Total calculated

$0

Hours/week

0.3 + 1.5 related
Patsy ChapmanPATSY CHAPMAN

DIRECTORY

Total calculated

$186,207

From this org

$0

From related orgs

$164,835

Other

$21,372

Hours/week

0

Schedule J breakdown matched by us

Base

$0 + $164,835 related

Bonus

$0

Other

$0

Deferred

$0 + $5,755 related

Nontaxable benefits

$0 + $15,617 related

Filer's total

$0 + $186,207 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Houston Ballet Foundation

$5,539,719

General Support for Programs and Operations

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

HOUSTON BALLET FOUNDATION

501(c)(3) · BALLET COMPANY & ACADEMY · TX

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2023
Filed: 29 April 2025
IRS schema version: 2023v6.0
Source object: 202531199349301143

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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